Buyer Considerations in a Changing Market
Presented By: Goulston Storrs / Middlesex Savings Bank
Forget what you thought you knew about buy-side transactions. It’s a brave new world for anyone thinking about making acquisitions. Join a panel of veteran dealmakers as they pore over new areas for consideration in this economic climate.
Moderator:
Partner
Goulston & Storrs
John is a corporate and securities lawyer who advises entrepreneurs, family offices, business owners and c-level executives on matters of business strategy, mergers and acquisitions, venture capital financing, joint ventures, strategic alliances, private placements and public offerings of debt and equity securities, SEC compliance, technology licensing, corporate governance, recapitalizations, executive compensation, business succession and corporate governance. Having spent several years in working in finance and business operations, John has a unique understanding of client’s business and financial objectives. John works collaboratively with clients across a variety of industries, including high technology, consumer products, digital and print media, e-commerce and e-solutions, software development, information technology, life sciences, medical devices, pharmaceuticals, manufacturing, professional and financial services and alternative energy.
Panelists:
CFO
Focus Technology Solutions, Inc.
Chris lends his 20+ years of experience in planning, forecasting, growth and operations for companies in numerous sectors including tech, energy & professional services. He has experience across all aspects of operations including finance, accounting, recruiting, HR, legal, tax & employee training. He has closed on more than a dozen small to mid-size acquisitions and helped lead three companies to successful exits. He has been a key contributor to various company’s modernization, transformation and tremendous company growth. Recognized as an industry thought leader, Chris serves as Vice-President for the Financial Executives International (FEI) Boston Chapter and is a Co-Chair of The CFO Leadership Council Boston Chapter. He is a sought-after keynote speaker at industry events across the country.
Managing Director
Gemini Investors
Rob joined Gemini in 2007 and has helped complete over 25 transactions for the firm in a variety of industry sectors. He currently serves on the Board of Directors of 10 Gemini portfolio companies. Previously, he worked in the investment banking division at RBC Capital Markets where he focused on mergers and acquisitions, public equity financings, and private placements in the technology sector. Rob received his B.S. degree from Tufts University.
Senior Vice President & Regional Manager
Middlesex Savings Bank
Lynn Schade is an experienced, cash flow banker in the Commercial Banking group at Middlesex Savings Bank. She is focused on working with middle market companies throughout New England providing acquisition finance, equity recaps and sponsor finance.
Principal
Clearhaven Partners
Scott Veazey is an experienced technology investor and a Principal at Clearhaven Partners, where he leads investments in software-driven businesses and works closely with Clearhaven's portfolio companies as a Board member. Prior to joining Clearhaven at its founding in 2020, Scott was a VP at BV Investment Partners, where he lead investments in software and technology-driven businesses. Prior to BV, Scott was a member of the leveraged buyout team at H.I.G. Capital. He began his career in M&A at Barclays Capital.